SPDR SER TR's ticker is SPMD and the CUSIP is 78464A847. A total of 387 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,494 | -81.8% | 32,549 | -82.6% | 0.31% | -63.8% |
| Q1 2023 | $8,213 | -3.9% | 186,924 | -7.0% | 0.85% | -5.6% |
| Q4 2022 | $8,545 | -99.9% | 201,063 | -4.4% | 0.90% | +0.4% |
| Q3 2022 | $8,110,000 | -13.6% | 210,331 | -11.1% | 0.90% | -5.8% |
| Q2 2022 | $9,391,000 | -40.0% | 236,597 | -28.7% | 0.95% | -19.7% |
| Q1 2022 | $15,653,000 | -5.5% | 331,910 | -5.4% | 1.18% | -26.8% |
| Q2 2021 | $16,564,000 | +2.1% | 350,867 | -1.0% | 1.62% | +9.6% |
| Q1 2021 | $16,219,000 | +12.2% | 354,435 | -0.9% | 1.48% | -19.9% |
| Q4 2020 | $14,455,000 | +19.8% | 357,787 | -3.2% | 1.84% | -4.1% |
| Q3 2020 | $12,066,000 | +3.7% | 369,785 | -0.7% | 1.92% | -7.5% |
| Q2 2020 | $11,634,000 | +19.6% | 372,297 | -3.1% | 2.08% | +44.5% |
| Q1 2020 | $9,729,000 | – | 384,083 | – | 1.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TIEDEMANN ADVISORS, LLC | 6,702,683 | $333,374,000 | 16.25% |
| WALLER FINANCIAL PLANNING GROUP, INC | 786,685 | $39,130,000 | 9.80% |
| Measured Wealth Private Client Group, LLC | 487,279 | $24,237,000 | 8.56% |
| ODonnell Financial Services, LLC | 387,948 | $17,512,000 | 8.09% |
| ARQ WEALTH ADVISORS, LLC | 215,871 | $10,737,000 | 7.63% |
| Peterson Wealth Advisors, LLC | 494,976 | $24,620,000 | 7.10% |
| Montz Harcus Wealth Management LLC | 151,589 | $7,540,000 | 6.60% |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 140,262 | $6,980,000 | 5.92% |
| New Perspectives, Inc | 165,406 | $8,227,000 | 5.82% |
| Financial Strategies Group, Inc. | 283,988 | $14,126,000 | 5.76% |